+419.8%
TXN vs NOK
+144.6%
+275.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +4.8% | -1.0% | +2.7% |
| 7D | +4.0% | +11.0% | -7.0% | +1.4% |
| 30D | -2.9% | +7.8% | -10.7% | -4.6% |
| 3M | -9.1% | -21.0% | +11.9% | -4.3% |
| 6M | +36.6% | +40.9% | -4.3% | +25.4% |
| YTD | +57.5% | +72.0% | -14.5% | +37.6% |
| 1Y | +49.5% | +140.9% | -91.4% | +19.1% |
| 3Y | +76.5% | +194.3% | -117.7% | +32.2% |
| 5Y | +62.4% | +112.5% | -50.1% | +29.6% |
| All | +419.8% | +144.6% | +275.2% | +257.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NOK.
Daily Out/Under-Performance
Portfolio return minus NOK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded NOK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling